AeroVironmentAeroVironment AVAV

Country国家 United States美国

Systems系统 Work工作 · Senses感官 · Brain大脑 · Immune免疫

Bottlenecks瓶颈 P03 Fusion & state estimation融合与状态估计 · P12 Long-horizon planning & recovery长时程规划与恢复 · P16 Safety validation & certification安全验证与认证 · P18 Vertical workflow ROI垂直工作流 ROI

Market cap市值 Live, via TradingView.实时数据，来自 TradingView。

Uncrewed aircraft, loitering munitions, counter-UAS systems and mission software.

无人机、巡飞弹药、反无人机系统与任务软件。

What it doesUncrewed aircraft, loitering munitions, counter-UAS systems and mission software.

在干什么无人机、巡飞弹药、反无人机系统与任务软件。

Name sheetAeroVironment

Why it mattersCertification, operational data, mission integration and government procurement form one of the few genuine barriers on P16: safety and compliance can themselves be a moat.

为何重要认证、作战数据、任务集成与政府采购共同构成 P16 少见的真实壁垒：安全与合规本身即可成为护城河。

Caveat

Debt and adjustments after the BlueHalo consolidation are not reconciled, and the gap between GAAP and non-GAAP is large. Not rankable.

风险提示

BlueHalo 并表后的债务与调整项尚未对账，GAAP 与非 GAAP 口径差距较大。不可排名。

ProductUncrewed aircraft, loitering systems, counter-UAS, and mission software

Value accrualCertification, operational data, mission integration, and government procurement barriers

Key riskFY2027 revenue guide $2.125–2.225bn, GAAP net income $8–24m, adjusted EBITDA $305–325m; reconcile large GAAP/non-GAAP gap, BlueHalo integration, and government concentration.

Class: public
Country: US
HQ: Arlington, VA, United States
Layer: Autonomous systems / Defense application
Systems: work · senses · brain · immune
Caveat stance: avoid
Ticker: AVAV
Exchange: Nasdaq
Purity: Medium-high
Valuation tier: 1
Last verified: 2026-08-12
Confidence note: High
Sources: S-PUB-010
Translated fields: what_it_does_en · why_it_matters_en · caveat_en
Chain position: midstream

COMPANY RESEARCH公司研究 Commercial evidence商业证据 Expand +展开 + Collapse −收起 −

Commercial evidence shows how far a company has moved from a product claim to repeatable customer value. We look for a defined customer task, paid deployment, operating results, the human help required, and economics that can support repeat use. Missing information stays unassessed; it does not count as evidence against the company.商业证据用于判断一家公司从产品宣称走到了可重复客户价值的哪一步。我们关注明确的客户任务、付费部署、运行结果、所需人工协助，以及能否支持重复采用的经济性。缺失信息保持未评估，不会被当作对公司的负面证据。 Each item below applies only to the cited document and period. It should be read with its evidence class, review date, and stated limits.以下每项内容仅适用于所引文件与期间，阅读时应同时考虑证据类别、核查日期与已说明的局限。

Customer and task
客户与任务: Not yet assessed in this structured record.本结构化记录尚未评估。
Deployment and payment
部署与付款: Not yet assessed in this structured record.本结构化记录尚未评估。
Task results and human assistance
任务结果与人工协助: Not yet assessed in this structured record.本结构化记录尚未评估。
Cost and repeat purchases
成本与复购: Not yet assessed in this structured record.本结构化记录尚未评估。
What the evidence cannot establish
证据的局限: Not yet assessed in this structured record.本结构化记录尚未评估。

How to evaluate commercial evidence如何评估商业证据